DGIGX Mutual Fund
DGIGX Mutual Fund
NAV$37.35
AUM$197M
TER0.64%
Holdings43
DGIGX Mutual Fund
NAV$37.35
BNY Mellon Appreciation Fund, Inc Class I
AUM$197M
TER0.64%
Holdings43
DGIGX Mutual Fund Overlap Analysis
DGIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, DGIGX may share significant positions with broad-market funds.
DGIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGIGX tax-loss harvesting finds highly correlated but non-identical funds.